Managing Expired Credentials

When managing expired credentials in Bullhorn, you should ensure that your records remain accurate and compliant while also maintaining a clear history of changes. This article contains the best practices.

Archiving Expired Credentials

If you need to retain the file version of an expired credential for future reference or compliance purposes, it's best to archive the expired version and create a new one. This action keeps the expired credential accessible in your system without cluttering the active credential records.

Steps to Archive

1. Locate the credential on the candidate record under the Credential A record of qualification and/or clinical practices history. Example for Light Inustrial: Fork Lift Certification Example for Healthcare: Nursing License tab.
2. Click on the Credential link.
3. At the bottom of the page click the Archive button.

Archived Credentials can be viewed on the Credential Requirements list.

Deleting and Replacing Expired Credentials

If retaining the expired file version is not necessary, you can streamline your credential records by deleting the expired credential and replacing it with the current one.

Steps to Delete

1. Locate the credential on the Credential Requirements list.
2. Open the Credential.
3. Click on the Delete button.

By following these best practices, you can maintain an organized and compliant credentialing process in Bullhorn, ensuring that both current and historical records are managed efficiently.